Unclaimed
Guilherme Barredo de ana is a financial advisor registered with Citigroup Global Markets Inc. Guilherme is a registered representative and investment advisor representative with the state of Florida and is licensed in all 50 states. Guilherme specializes in asset allocation advice, financial planning, pension consulting, portfolio management for businesses and individuals, and the publication of periodicals. Prior to joining Citigroup Global Markets Inc., Guilherme was employed by BANCO DO BRASIL SECURITIES LLC and Credit Agricole Securities (USA) Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/09/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
11/09/2021 - 01/20/2023
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
FL
07/18/2019 - 10/29/2021
CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)
BC
Issued 09/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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